Filed December 27, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,020 | $53,822-25.6% | $75,696-47.1% | $85,850-53.4% |
| Participation rate | 72.7% | 69.1%+3.7pp | 74.8%-2.1pp | 69.3%+3.4pp |
| Annual return | 8.85% | 24.54%-15.7pp | 104.53%-95.7pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,038 | $2,017-48.5% | $2,743-62.2% | $2,565-59.5% |
| Participant deferral / active EE | $2,643 | $2,895-8.7% | $3,821-30.8% | $3,952-33.1% |
| Admin fee / account holder | $1,260 | $3,343-62.3% | $3,619-65.2% | $6,260-79.9% |